HHM Wealth Advisors, LLC FDP FRESH DEL MONTE PRODUCE INC

Ownership history in HHM Wealth Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported FRESH DEL MONTE PRODUCE INC (FDP) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FDP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC's position in FRESH DEL MONTE PRODUCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HHM Wealth Advisors, LLC held FDP — position size vs. price
% of Fund (quarterly)    FDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,000 0% 0.00% $40K 2026-04-17 $42.01
2025 Q4 UNCHANGED 1,000 0% 0.00% $36K 2026-01-22 $37.97
2025 Q3 UNCHANGED 1,000 0% 0.00% $35K 2025-10-29 $33.80
2025 Q2 UNCHANGED 1,000 0% 0.00% $32K 2025-08-11 $35.52
2025 Q1 REDUCED 42.9% +6.1% 1,000 -750 -42.9% 0.00% $31K 2025-05-08 $32.01
2024 Q4 ADDED 1,750 +750 +75.0% 0.01% $58K 2025-01-24 $30.05
2024 Q3 UNCHANGED 1,000 0% 0.00% $30K 2024-11-12 $32.74
2024 Q2 UNCHANGED 1,000 0% 0.00% $22K 2024-08-07 $26.09
2024 Q1 INITIATED 1,000 0.00% $26K 2024-05-14 $22.85

FAQ About HHM Wealth Advisors, LLC and FDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has HHM Wealth Advisors, LLC reported owning FDP?

HHM Wealth Advisors, LLC reported FDP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FDP position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FDP was 0.01% in 2024 Q4.

What is the latest reported FDP position on this page?

The most recent filing on this page is 2026 Q1, when HHM Wealth Advisors, LLC reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $40K.

What does the chart on this FDP ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly FDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HHM Wealth Advisors, LLC time their FDP position?

Based on 13F filing dates vs. subsequent FDP price moves, HHM Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FDP relative to SPY over the holding period was +15.8%.

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